- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you, everyone for your responses.
I called TD Ameritrade and they're having me fill out a form to reverse the excess contributions. In my situation, I get to choose which stocks (worth up to the excess amount) and it'll be moved to my Individual account. No penalties of any sort.
‎February 16, 2021
6:13 PM